Account Type*** ***Account Owner*** ***Account Opps/Deals**** *******Closed Won • Jan 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Five Eleven PartnersChief Wealth StrategistNov 24 - PresentSeven Mile AdvisoryChief Operating Officer and Wealth StrategistMar 22- Oct 24Cerity PartnersPrincipalJan 20- Mar 22
Brian BartlettChief Financial Operating OfficerView Profile, Brian BartlettArthur MinnocciCFOView Profile, Arthur MinnocciRenee SantanniChief Administrative Officer U S Bank Wealth ManagementView Profile, Renee Santanni